SPIA
IOT icon

Steward Partners Investment Advisory’s Samsara IOT Stock Holding History

Steward Partners Investment Advisory’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.2K Sell
2,687
-9,349
-78% -$286K ﹤0.01% 2467
2025
Q4 		$427K Buy
12,036
+1,067
+10% +$41.3K ﹤0.01% 1517
2025
Q3 		$409K Buy
10,969
+357
+3% +$13.3K ﹤0.01% 1484
2025
Q2 		$422K Buy
10,612
+1,423
+15% +$58.8K ﹤0.01% 1384
2025
Q1 		$352K Buy
9,189
+8,814
+2,350% +$410K ﹤0.01% 1363
2024
Q4 		$16.4K Buy
375
+175
+88% +$8.61K ﹤0.01% 2888
2024
Q3 		$9.62K Buy
200
+100
+100% +$4.05K ﹤0.01% 2961
2024
Q2 		$3.37K Hold
100
– – ﹤0.01% 3158
2024
Q1 		$3.78K Buy
+100
New +$3.4K ﹤0.01% 3130

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return